Tradition Wealth Management, LLC Incresed Positions in Q4 2024

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
49.2K
+ 86.48%
N/A
106K $0
PNOV
Innovator U.S. Equity Power Bu
968
+ 16.29%
N/A
6.91K $0
JGRO
J P Morgan Exchange Traded Fd
45.1K
+ 40.83%
N/A
155K $0
DFRA
Trimtabs ETF Tr Donoghue Forli
18.7K
+ 42.12%
N/A
63K $0
Victory Portfolios Ii
67K
+ 119.74%
N/A
123K $0
J P Morgan Exchange Traded F
1K
+ 12.27%
N/A
9.18K $0
Fidelity Wise Origin Bitcoin
488
+ 3.64%
N/A
13.9K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
279
+ 7.45%
N/A
4.02K $0
Victory Portfolios Ii
15.7K
+ 30.1%
N/A
67.9K $0
MODL
Victory Portfolios Ii Victorys
15.2K
+ 59.51%
N/A
40.6K $0
VGZ
Vista Gold Corp

Basic Materials
5.68K
+ 39.7%
$0.51 - $0.81 $2.9K - $4.6K
20K $10K
XT
Ishares Tr Exponential Technol

ETFs
1
+ 0.02%
$58.7 - $62.72 $58.7 - $62.7
4.21K $251K
IFRA
Ishares Tr

ETFs
108
+ 0.77%
$45.94 - $51.71 $4.96K - $5.58K
14.1K $653K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
186
+ 1.39%
$77.86 - $79.27 $14.5K - $14.7K
13.6K $1.06M
PANW
Palo Alto Networks Inc

Technology
3.19K
+ 87.06%
$181.96 - $405.9 $580K - $1.29M
6.85K $1.25M
ACN
Accenture PLC

Technology
30
+ 0.27%
$343.9 - $376.86 $10.3K - $11.3K
11K $3.86M
IYE
Ishares Tr

ETFs
1
+ 0.01%
$43.93 - $51.37 $43.9 - $51.4
13K $591K
DUK
Duke Energy Corp

Utilities
67
+ 2.95%
$105.76 - $120.76 $7.09K - $8.09K
2.34K $251K
VDC
Vanguard Consumer Staples ETF

ETFs
4
+ 0.24%
$210.96 - $223.62 $844 - $894
1.69K $357K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
505
+ 5.65%
$44.04 - $49.49 $22.2K - $25K
9.45K $416K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1K
+ 8.56%
$23.01 - $26.06 $23K - $26.1K
12.7K $293K
DSTL
ETF Ser Solution Distillate Us

ETFs
11
+ 0.13%
$54.74 - $58.88 $602 - $648
8.22K $451K
LOW
Lowes Companies Inc

Consumer Cyclical
188
+ 7.44%
$244.52 - $284.07 $46K - $53.4K
2.72K $670K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.26%
$131.66 - $144.0 $527 - $576
1.54K $203K
BBY
Best Buy CO Inc

Consumer Cyclical
379
+ 13.45%
$85.2 - $101.35 $32.3K - $38.4K
3.2K $274K
SUN
Sunoco LP

Energy
55
+ 0.57%
$50.8 - $56.82 $2.79K - $3.13K
9.73K $500K
IVE
Ishares S&P 500 Value ETF

ETFs
493
+ 2.68%
$189.5 - $206.17 $93.4K - $102K
18.9K $3.61M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
7.28K
+ 95.94%
$22.02 - $46.16 $160K - $336K
14.9K $327K
SO
Southern CO

Utilities
224
+ 3.41%
$81.5 - $94.15 $18.3K - $21.1K
6.79K $558K
EFA
Ishares Tr Msci Eafe ETF

ETFs
12
+ 0.28%
$75.1 - $82.99 $901 - $996
4.31K $325K
EOLS
Evolus, Inc.

Healthcare
2K
+ 18.18%
$10.84 - $17.45 $21.7K - $34.9K
13K $143K
FXH
First Tr Exchange Trd Fd Healt

ETFs
4
+ 0.07%
$103.53 - $112.72 $414 - $451
5.67K $590K
KO
Coca Cola CO

Consumer Defensive
167
+ 3.0%
$61.74 - $71.71 $10.3K - $12K
5.74K $357K
GIS
General Mills Inc

Consumer Defensive
8
+ 0.18%
$62.78 - $74.62 $502 - $597
4.54K $289K
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 0.68%
$385.02 - $431.37 $11.2K - $12.5K
4.31K $1.68M
NEE
Nextera Energy Inc

Utilities
278
+ 4.48%
$69.77 - $85.43 $19.4K - $23.7K
6.48K $464K
TMO
Thermo Fisher Scientific Inc.

Healthcare
73
+ 6.47%
$501.29 - $612.85 $36.6K - $44.7K
1.2K $624K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
6.11K
+ 1.15%
$40.97 - $42.66 $250K - $260K
535K $22.1M
UTG
Reaves Utility Income Fund

Financial Services
715
+ 0.76%
$30.81 - $34.99 $22K - $25K
94.7K $3M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
245
+ 1.5%
$74.68 - $81.45 $18.3K - $20K
16.6K $1.24M
MBB
Ishares Tr

ETFs
364
+ 1.15%
$91.26 - $95.82 $33.2K - $34.9K
31.9K $2.92M
FNDX
Schwab Fundamental U S Large C

ETFs
365K
+ 200.52%
$23.49 - $71.77 $8.58M - $26.2M
548K $13M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
49
+ 0.1%
$26.63 - $30.23 $1.3K - $1.48K
47.8K $1.27M
VBR
Vanguard Small Cap Value ETF

ETFs
273
+ 0.4%
$197.36 - $217.3 $53.9K - $59.3K
67.8K $13.4M
VNQ
Vanguard Specialized Funds Van

ETFs
1.06K
+ 3.4%
$87.85 - $98.6 $92.7K - $104K
32.1K $2.86M
ADBE
Adobe Inc.

Technology
37
+ 1.4%
$437.39 - $552.96 $16.2K - $20.5K
2.68K $1.19M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.65K
+ 1.24%
$88.59 - $94.57 $146K - $156K
135K $12M
EFV
Msci Eafe Value ETF

ETFs
4.56K
+ 5.36%
$51.78 - $57.15 $236K - $260K
89.5K $4.7M
EFG
Msci Eafe Growth ETF

ETFs
2.99K
+ 6.37%
$96.83 - $106.88 $289K - $319K
49.9K $4.83M
Activity Summary
Buys All Purchases 199 New Holdings 40 Increased Positions 159 Sells All Sells 178 Reductions 178 Sold out 0 Options Calls 0 Puts 1
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